-36.0%
ZTEK price history and return analytics
+23.3%
-59.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | 0.0% | +9.2% | +9.3% |
| 7D | +4.1% | +0.4% | +3.6% | +3.4% |
| 30D | +21.1% | +4.5% | +16.6% | +14.1% |
| 3M | +6.4% | +2.4% | +4.0% | +2.8% |
| 6M | -13.9% | +12.0% | -25.9% | -22.6% |
| YTD | -12.2% | +15.3% | -27.5% | -25.7% |
| 1Y | -36.0% | +22.6% | -58.6% | -56.8% |
| All | -36.0% | +23.3% | -59.3% | -56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling